Raymond James Financial Services Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.6M | Sell |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $9.66M | Buy |
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|
2023
Q4 | $8.62M | Buy |
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|
2023
Q3 | $7.03M | Sell |
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|
2023
Q2 | $8.11M | Sell |
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|
2023
Q1 | $7.77M | Sell |
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|
2022
Q4 | $8.21M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $20M | Buy |
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|
2022
Q1 | $21.4M | Sell |
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|
2021
Q4 | $28.8M | Buy |
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|
2021
Q3 | $24.1M | Buy |
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|
2021
Q2 | $23M | Buy |
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|
2021
Q1 | $21.2M | Buy |
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|
2020
Q4 | $18.9M | Buy |
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|
2020
Q3 | $6.79M | Buy |
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|
2020
Q2 | $5.64M | Buy |
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|
2020
Q1 | $4.42M | Buy |
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|
2019
Q4 | $4.84M | Buy |
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|
2019
Q3 | $3.96M | Buy |
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|
2019
Q2 | $3.57M | Sell |
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|
2019
Q1 | $3.77M | Buy |
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|
2018
Q4 | $3.25M | Sell |
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|
2018
Q3 | $4.2M | Buy |
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|
2018
Q2 | $3.96M | Sell |
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|
2018
Q1 | $4.21M | Buy |
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|
2017
Q4 | $4.03M | Buy |
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|
2017
Q3 | $3.63M | Buy |
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|
2017
Q2 | $3.07M | Buy |
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|
2017
Q1 | $2.8M | Buy |
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|
2016
Q4 | $409K | Buy |
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|
2016
Q3 | $383K | Buy |
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|
2016
Q2 | $359K | Sell |
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|
2016
Q1 | $414K | Buy |
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